Record templates overview

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

This article introduces the concept of record templates and explains how they can be used to create records that share information.

Record templates can help you to create records more quickly, however you can only create record templates for some record types.

For example, imagine you are entering rental information for a car rental business that is located in San Francisco. Since most of the customers are likely to be from the San Francisco area, it would be nice if you could automatically fill in the values for the State, Country, and City fields on the rental form.

Note

You can apply templates only in areas that you have access to. However all template titles are visible to you when you create a new record, and to other users as well, if you are creating templates that will be available for all users. Be sure to consider this when naming templates. For example, avoid using names that include words, such as "commission," if is confidential that some employees in the company have commission-based salaries.

When one or more templates that you have access to exist for a specific form and you attempt to create a new record in the form, the Select a template for page is displayed. When you select a template from the list, the new record is created and contains default information that is based on the template that you selected. If you do not want to use templates when you create new records, select the Do not ask again check box in the Select a template for page. To display the template selection dialog box again, right-click any record, click Record info, and then click Show template selection.